Groups

Groups refer to groups of Users. Groups can be used to assign security or act as a role for workflows. In most security administration locations, a User can be assigned permissions. However it is best practice that a group should be assigned permissions to ease administration of the system. When looking at permissions for any screen, groups will be displayed by default in the member selection list.

It is recommended to use groups to manage permissions. If groups are assigned permissions as opposed to individual users it is easier to maintain. When you need to remove a users rights instead of having to remove the permissions from multiple folders, forms, projects, or documents you would only need to remove the user from the groups where the user resides.

Administrators can also use groups to manage workflows as well as training on documents and forms. Refer to How to Assign Training for more information.

Special Groups - these are groups that are setup in VisualVault during the database creation process.